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My Approach

Whether it’s a long way off, fast approaching, or already a reality, you have dreams and goals for your retirement. I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs. Nothing is more gratifying than seeing my clients achieve a confident retirement.

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Interests

Building memories with our three sons, cooking, gardening, aerobics, kick boxing, exploring the great outdoors-particularly out west, collecting life experiences.

Community Participation

  • Berrien Community Foundation
  • Road to Life Church

Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Charitable Giving

Experience

Awards & Recognition

  • Published Author 1, 2007

Qualifications

  • CERTIFIED FINANCIAL PLANNER practitioner, 1992-present
  • B.A., 1986, Michigan State University
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Education

  • B.A., 1986 Michigan State University, East Lansing, Michigan

Professional Associations

  • Platinum Team Practice, 2007
  • President's Recognition Award
  • Ameriprise Financial Services, Inc.

My Videos

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My Photos Show Thumbnails

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.